See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,669 | $111,724-93.1% | $93,606-91.8% | $145,922-94.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 10.89% | 202.98%-192.1pp | 133.20%-122.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $582 | $3,090-81.1% | $2,420-75.9% | $4,660-87.5% |
| Participant deferral / active EE | $601 | $4,912-87.8% | $4,411-86.4% | $6,688-91.0% |
| Admin fee / account holder | $56 | $10,250-99.4% | $8,285-99.3% | $13,397-99.6% |